CERTIFIED FINANCIAL PLANNER / LIFE INSURANCE PROFESSIONAL

Recruiter:

Dante Personnel

Job Ref:

CPT007650/ST

Date posted:

Wednesday, June 11, 2025

Location:

Boland / Winelands, South Africa

SUMMARY:
CERTIFIED FINANCIAL PLANNER / LIFE INSURANCE PROFESSIONAL

BOLAND

MARKET RELATED, DEPENDING ON EXPERIENCE

Our client is looking for a Certified Financial Planner (CFP) qualified Life Insurance Professional to join their Life Settlements division. The ideal candidate will have experience with Life Policies, including policy analysis, understanding dependencies, sessions, and structuring offers for policy acquisitions

POSITION INFO:
Minimum requirements:

CFP qualification (Certified Financial Planner)
Experience with Life Insurance Policies and policy structures
Strong analytical and numerical skills—comfortable working with financial data and calculations
Computer literate—ability to work with digital tools and financial software
Excellent communication and interpersonal skills
Strong administrative abilities and attention to detail
Ability to work in a fast-paced, team-driven environment
Network of Wealth Managers and firm would be beneficial
Analyze life insurance policies to assess value, dependencies, and potential for acquisition
Evaluate policy schedules and data to construct offers for purchasing policies
Utilize technology and financial tools to perform calculations and build structured offers
Communicate effectively with internal and external stakeholders regarding policy acquisitions
Conduct administrative tasks related to policy assessments, documentation, and transactions including liaising with policy issuance companies
Collaborate with the team to develop efficient workflows and optimize the settlement process
Marketing & Sales of the product on various platforms including visits to Wealth Managers

Consultant: Stephnie Taljaard - Dante Personnel Cape Town
Apply via our website

If you do not hear from us within 5 days, please accept that your application was unsuccessful

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